There are many reasons for a company using an older or entry-level Sage solution to upgrade to Sage X3.
Increasingly, you may feel that there are too many ‘apps’ to manage something that should easily be managed from a single, integrated system. Perhaps your current Sage solution holds you back from being agile, as process adjustments need development, rather than configuration. Maybe it’s becoming a headache to upgrade to the latest version, due to all the external ‘apps’.
Why upgrade to Sage X3?
Sage X3 is Sage’s flagship Enterprise Resource Planning (ERP) system for medium to large enterprises. It offers the functionality that will allow you to manage current and future growth. Unlike older Sage solutions or those designed for smaller businesses, Sage X3 is highly configurable and scalable. With industry-specific functionality – from finance and distribution to manufacturing and supply chain it will allow you to manage your entire business from a single system with the flexibility of being deployed as a cloud-hosted or on-premises solution.
Key drivers for our customers upgrading older Sage solutions to Sage X3
Inixion has successfully managed many transition projects from other Sage solutions such as Sage 50 and Sage 200 to Sage X3 and we have found the below to be the key drivers for many Sage customers making the switch to Sage X3
1. Challenge – Increasing scalability
Your business has been growing and with this growth comes more users, more sites, more entities, more transactions and more data to store.
Although your existing Sage solution has supported you in the past, you need to increasingly manage more concurrent users to aid efficiency, develop processes and easily manage new markets and geographies.
Key Sage X3 benefit
Sage X3 grows with your organisation – You can have between 4 and 2000 (concurrent) users, making this a highly scalable ERP solution. Sage X3 supports large data volumes, complex transactions, multiple entities, sites and more, all from one single configurable system.
2. Challenge – Managing international operations
In today’s global economy, you’re probably already working with multiple currencies, but if you’re expanding internationally your current Sage solution may not handle foreign taxations, legislations and languages.
To successfully manage international operations, you need an ERP system that you can rely on, so you can manage multiple currencies, languages and legislations, with consolidation into a single set of accounts and reports.
Key Sage X3 benefit
Sage X3 offers multi-currency, multi-language and multi-legislation as standard.
Multiple companies with multiple legislations can be set up in a single system, giving you visibility across your whole business from a single point of access.
Full multi-currency across General Ledgers (GL), as well as Trading Ledgers. A GL can be viewed in both base and other currencies.
3. Challenge – Consolidation and real-time visibility
Consolidation and real-time visibility of information across all areas of your business are key. You may have multiple systems or modules managing different processes, which may be integrated, but they are never going to give you access to real-time information from a single version of the truth.
Key Sage X3 benefit
Sage X3 gives you real-time information from a single source giving you visibility across your organisation anytime, anywhere.
Sage X3 also helps you to improve the productivity of your finance team with effortless consolidation from all of your business units, so they can focus on information analysis and interpretation and spend less time pulling data together.
4. Challenge – Managing complexity
You need your ERP system to be working alongside your business processes. Linking data, customers and finances together, streamlining your processes, and most importantly sharing one view of your data across all departments. Your requirements may include increased visibility of pricing and quotations, supply chain and stock management, invoices and payments, as well as consolidated reporting across multiple companies and sites.
Key Sage X3 benefit
This ERP solution offers a single, shared view of your data across your entire business, helping it to work more efficiently and effectively.
In an age where customer service helps to win and retain business, you can have a single overview across all of your business departments of all customer orders, their status and much more, allowing your sales and customer support teams to deliver accurate information to each customer.
If any of the above challenges resonate with you, then Sage X3 with its clear benefits may support you in your onward growth journey.
Check out our guide ‘Have you outgrown your current Sage solution?’ to discover why Sage X3 can be the next step to support your growth journey.

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